Fourthree Pty ltd

AFS License Number
472131
Name
Fourthree Pty ltd
ABN/ACN/ARBN
12602739471
Licensee issued
May 11, 2015
Address
Melbourne, 3000, VIC

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
interests in managed investment schemes limited to:
MDA services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
interests in managed investment schemes limited to:
MDA services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Andrew Taylor Hall 2023 Bachelor of Commerce - Griffith University
 Marcus John O'callaghan 2006 Bachelor of Commerce - University of Melbourne ~ Bachelor of Laws - Bond University ~ Certificate IV in Financial Services (Finance and Mortgage Broking) - TAFE NSW ~ Diploma of Financial services (Financial Planning) - ThreeSixty
 Matthew Anthony Firman 2012 Bachelor of Commerce - Deakin University ~ Diploma of Financial Services - Investment Banking Institute
 Neal Patrick Dunne 2009 Bachelor Of Business - RMIT ~ CFP - Financial Planning Association ~ Diploma of Financial Planning - Financial Planning Association ~ SMSF Specialist Advisor - SPAA